Lee Ainslie’s Sotera Health SHC Stock Holding History

Lee Ainslie’s Portfolio SHC Stock Details SHC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-3,497,367	Closed	-$58.4M	–	282
2024 Q3	$58.4M	Buy	3,497,367 +118,353	+4%	+$1.73M	1.14%	31
2024 Q2	$40.1M	Sell	3,379,014 -188,106	-5%	-$2.15M	0.76%	40
2024 Q1	$42.8M	Buy	+3,567,120	New	+$53.1M	0.81%	39

Other funds holding SHC

Warburg Pincus New York $187M AUM 34% 1-Year Est. Return

GTCR LLC Chicago, Illinois $3.91B AUM 14.64% 1-Year Est. Return

DCP

Darsana Capital Partners New York $22.3B AUM 42.01% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

SHCM

Sachem Head Capital Management New York $4.82B AUM 73.38% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Sessa Capital New York $5.98B AUM 99.85% 1-Year Est. Return

MIG Capital Newport Beach, California $589M AUM 25.96% 1-Year Est. Return

Lee Ainslie's SHC Position: Q4 2024 in Review

Lee Ainslie sold out of Sotera Health (SHC) in Q4 2024, closing a stake of 3,497,367 shares — an estimated $58.4M sold.

Lee Ainslie first reported a position in SHC in Q1 2024 and held it in 3 quarters. The position peaked at $58.4M in Q3 2024. 216 funds tracked by Wall St. Rank hold SHC as of Q4 2024.

Lee Ainslie reported no remaining Sotera Health position as of Q4 2024 after selling out during the quarter.
Lee Ainslie sold 3,497,367 Sotera Health shares in Q4 2024, an estimated $58.4M.
Lee Ainslie first reported a position in Sotera Health in Q1 2024 and held it in 3 quarters.
Lee Ainslie's Sotera Health position peaked at $58.4M in Q3 2024.
216 funds tracked by Wall St. Rank held Sotera Health as of Q4 2024.

Based on Maverick Capital's 13F filing for Q4 2024, filed 14 Feb 2025.